4月份可口可樂(lè)產(chǎn)量下降25%;下半年有望反彈
Coca-Cola's global volume tumbled 25% in April as the coronavirus pandemic gripped large swaths of the world population.
今年4月,隨著冠狀病毒大流行席卷全球大部分人口,可口可樂(lè)的全球銷(xiāo)量下降了25%。
Those volumes made up of bottled drinks and the syrups Coke sells to theaters, restaurants, stadiums and music venues were humming early in the year.
今年早些時(shí)候,瓶裝飲料和可口可樂(lè)向劇院、餐館、體育場(chǎng)和音樂(lè)場(chǎng)館銷(xiāo)售的糖漿等瓶裝飲料的銷(xiāo)量一直在上升。
“There has been temporary but profound pressure on our customers and our business," Chairman and CEO James Quincey said Tuesday.
該公司董事長(zhǎng)兼首席執(zhí)行官詹姆斯•昆西周二表示:“我們的客戶和業(yè)務(wù)面臨著暫時(shí)但深遠(yuǎn)的壓力。”
Volume was up 3% through February excluding China, and Coke was on track to reach and possibly exceed its financial targets.
截至2月份,除中國(guó)外,可口可樂(lè)的銷(xiāo)量增長(zhǎng)了3%,有望達(dá)到并可能超過(guò)其財(cái)務(wù)目標(biāo)。
But within a month the Tokyo Olympics, of which Coke is a major sponsor, were off. Theaters and restaurants closed in Europe, the Americas and Africa, and billions took shelter in their homes.
但不到一個(gè)月,可口可樂(lè)作為主要贊助商的東京奧運(yùn)會(huì)就結(jié)束了。歐洲、美洲和非洲的劇院和餐館紛紛關(guān)門(mén),數(shù)十億人躲進(jìn)了自己的家中。
While sales to homes spiked briefly, almost half of Coke's sales come from movie chains, vending machines, concerts and other events. Almost all of the volume decline to-date in April came from those places.
盡管可口可樂(lè)的家庭銷(xiāo)量曾短暫飆升,但該公司近一半的銷(xiāo)售額來(lái)自電影連鎖店、自動(dòng)售貨機(jī)、音樂(lè)會(huì)和其他活動(dòng)。到目前為止,4月份成交量下降的幾乎全部來(lái)自這些地方。
And sales of drinks that go in people's pantries or refrigerators have leveled off. In some places, like India, social distancing measures are so strict that home sales have suffered as well, Quincey said.
人們的食品室或冰箱里的飲料銷(xiāo)售也趨于平穩(wěn)。昆西說(shuō),在印度等一些地方,社會(huì)隔離措施非常嚴(yán)格,以至于家庭銷(xiāo)售也受到了影響。
“The ultimate impact on the second quarter and full year 2020 is unknown at this time, as it will depend heavily on the duration of social distancing and shelter-in-place mandates, as well as the substance and pace of macroeconomic recovery,” the company said in a prepared statement. “However, the impact to the second quarter will be material.”
該公司在一份事先準(zhǔn)備好的聲明中表示:“對(duì)第二季度和2020年全年的最終影響目前還不清楚,因?yàn)樗鼘⒃诤艽蟪潭壬先Q于社會(huì)隔離和到居家令的持續(xù)時(shí)間,以及宏觀經(jīng)濟(jì)復(fù)蘇的實(shí)質(zhì)和速度。”“然而,對(duì)第二季度的影響將是重大的。”
Coke remains optimistic about a rebound in the second half of this year, but Quincey stressed that the company is navigating uncharted territory.
可口可樂(lè)仍對(duì)今年下半年的反彈持樂(lè)觀態(tài)度,但昆西強(qiáng)調(diào),該公司正在開(kāi)拓未知領(lǐng)域(市場(chǎng))。
“We are still some way from the new normal," he said.
“我們離新常態(tài)還有一段距離,”他表示。
Coke’s headquarters are in Georgia, where the state governor has announced plans to reopen some businesses starting Friday. Those roll-outs would extend to restaurants and other places next week.
可口可樂(lè)的總部設(shè)在喬治亞州,該州州長(zhǎng)宣布了從星期五開(kāi)始重新?tīng)I(yíng)業(yè)的計(jì)劃。這些措施將在下周擴(kuò)展到餐廳和其他地方。
Quincey did not directly address those plans, which are being questioned by health experts. But he does not believe the company's Atlanta headquarters will open that soon.
昆西并沒(méi)有直接提到那些被健康專家質(zhì)疑的計(jì)劃。但他認(rèn)為,該公司在亞特蘭大的總部不會(huì)很快開(kāi)業(yè)。
Some Coca-Cola labs or technical facilities might open sooner than headquarters and when they do, the company will likely implement strategies like employee temperature monitoring or staggered shifts, like those being used in Shanghai, the only company office that is currently open.
可口可樂(lè)的一些實(shí)驗(yàn)室或技術(shù)設(shè)施可能會(huì)比總部更早開(kāi)放,屆時(shí),該公司可能會(huì)實(shí)施員工體溫監(jiān)測(cè)或交錯(cuò)換班等策略,就像目前唯一開(kāi)放的上海辦公室所采用的策略一樣。
Offices in Shanghai are disinfected at the end of each day.
上海的辦公室每天下班后都要消毒。
“We’ll have to see how the health situation performs,” Quincey said Tuesday.
昆西星期二說(shuō):“我們必須看看健康狀況如何。
Most Coke employees are still on the job in some way. Production is focused on the company's most popular drinks to keep store shelves stocked.
在某種程度上,可口可樂(lè)的大多數(shù)員工仍在工作。生產(chǎn)的重點(diǎn)是公司最受歡迎的飲料,以保持貨架上的存貨。
The company reported Tuesday that first-quarter net income jumped 65% to $2.8 billion, or 64 cents per share.
該公司周二公布,第一季度凈利潤(rùn)增長(zhǎng)65%,達(dá)到28億美元,合每股64美分。
Adjusted for one-time items, the company earned 51 cents per share, easily beating Wall Street projections of 44 cents per share, according to FactSet.
FactSet的數(shù)據(jù)顯示,經(jīng)一次性項(xiàng)目調(diào)整后,該公司每股收益為51美分,輕松超過(guò)華爾街44美分的預(yù)期。
Coke's adjusted revenue of $8.6 billion also edged out analyst projections.
可口可樂(lè)調(diào)整后的收益為86億美元,也略高于分析師的預(yù)期。
Coke has already disregarded earlier projections for the year, but said its financial standing is strong Tuesday. Coke ended 2019 with $8 billion in cash and there was strong demand for a $5 billion debt offering last month.
可口可樂(lè)已經(jīng)無(wú)視了早些時(shí)候?qū)衲陿I(yè)績(jī)的預(yù)測(cè),但該公司周二表示,其財(cái)務(wù)狀況良好。截至2019年年底,可口可樂(lè)持有80億美元現(xiàn)金,上個(gè)月有50億美元債券發(fā)行的強(qiáng)勁需求。
Plants have reopened in China, where the company checks the temperatures of workers daily. It's ramped up sanitation measures at all facilities.
中國(guó)的工廠已經(jīng)重新開(kāi)工,公司每天都要檢查工人的體溫。所有設(shè)施都加強(qiáng)了衛(wèi)生措施。